Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Monograph Wealth Advisors LLC

Monograph Wealth Advisors LLC increased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 731,710 shares of the company’s stock after purchasing an additional 32,215 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 4.3% of Monograph Wealth Advisors LLC’s portfolio, making the stock its 4th largest holding. Monograph Wealth Advisors LLC owned approximately 0.36% of Dimensional U.S. Targeted Value ETF worth $45,695,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Steward Partners Investment Advisory LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock valued at $1,572,000 after buying an additional 167 shares in the last quarter. OneAscent Family Office LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock worth $2,550,000 after acquiring an additional 170 shares during the period. Cary Street Partners Financial LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.3% during the 4th quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock worth $831,000 after acquiring an additional 175 shares during the period. Accurate Wealth Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after acquiring an additional 202 shares in the last quarter. Finally, Cloud Capital Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 4.0% during the 4th quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock valued at $330,000 after acquiring an additional 215 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.1%

NYSEARCA:DFAT opened at $70.62 on Thursday. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.83 and a 12-month high of $71.39. The firm has a market capitalization of $14.46 billion, a PE ratio of 12.39 and a beta of 0.97. The firm has a 50-day moving average price of $68.48 and a 200 day moving average price of $65.70.

About Dimensional U.S. Targeted Value ETF

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.